Activities

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Lists of tasks and events are accessed in two ways:

a list of „My Upcoming and Pending Activities“ on home page or
„Key Metrics“ on home page.

Tasks and events are Activities entered into user's Calendar. These are meetings, calls or tasks that are seen with Account's Contact or with Potential at all.

Tasks and events have time notice in order to plan Activities easier. Moreover additional information reffering event can be added, status of tasks can be attended and people who takes part can be invited.

All calls and meetings (events) are scheduled in user's Calendar. Tasks are not seen in Calendar.

Activities' notes are not only for scheduling but also for writing all kinds descriptions referring to these activities (e.g. conclusions). Written conclusions are helpful when reviewing past Activities of certain Potential.

Sequence of Activities

Click Save after entering task or event. A new window opens.

Select the following Activity or click No.

Produs IO makes feasible to plan events. System user or system user group is always assigned for a task. Tasks can be alloted to other assigned user.

Click New task on entry section to create a new task. A new page opens (see picture below).

All the data can be entered on this page. Please note: always enter data into required field.

Subject:

Enter a name or a subject of task.

Assigned To:

System user that creates a task is assigned user selected automatically by Produs IO. Other system user or system user group can be selected. The task is written out in field „My Upocoming and Pending Activities“ on home page of assigned user.

Related To:

Event can be attached to existent Potentials and Contacts. Here, direct enters are not possible. The only option is to select data from already existent data in the system. Click on yellow folder icon beside. Event is also seen at selected Account and Contact respectively.

Send Notification:

If this field is ticked off, the notification will be sent to: - assigned user of a new task - assigned user of changed task - original user reffering to an end of task - previous and present assigned user reffering to a change of assigned user

Recurring Tasks:

Repetition of tasks is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.). When momentary task with selected Recurring Tasks is done, the system offers you a new form for entering next task with already selected date.

Only the first of repeatable task is shown on Opened tasks list.

Click Save after entering the data.

Click Save and new to create similar task. A new form with the same Subject opens. In this way is not necessary to enter all task's data.

===== Events: calls, meetings, e-mail, letter, fax, etc. =====

Events can be entered into Produs IO in three different ways.

1. Enter directly on Potential

Look up for certain Potential or other record reffering to event. Open it. Detailed view of record opens (see page below). New event is below record.

Our advice is to use this way of entering data, because all the Potential's data are automatically transferred into form of event.

2. Click "New event" for entering

The second way of entering event is by clicking New event on entry section. A new page opens to enter a new event (see form). The difference between first and second way of entering data is that here the data of Account is not transferred automatically, it has to be entered manually. How to do it, read more in continuation. Razlika od prejšnjega načina je v tem, da se vam v tem primeru ne bodo izpisali podatki o stranki samodejno, temveč jih boste morali vpisati sami. Kako to naredite, si lahko preberete v nadaljevanju.

3. Enter directly into Calendar

The third way of entering data is to enter data directly into Calendar. More about this way can be read in chapter Calendar.

==== Enter event ====

Ne glede na to kateri način izberete, vedno se vam bo odprla new page for entering eventopens irrespective of the choosen way. See picture below.

V zgoraj prikazani obrazec lahko vnesete želene podatke. Obvezna polja so označena z zvezdico in jih je potrebno izpolniti, če želite vnos shraniti.

Zadeva:

Tukaj vnesete naziv dogodka.

Zadolžen:

Produs IO kot zadolženega določi tistega, ki dogodek vnese. Tukaj lahko iz seznama uporabnikov izberete zadolženega za ta dogodek. Po shranjevanju bo dogodek vpisan v koledarju in na vstopni strani zadolženega.

V zvezi s katero stranko in kontaktno osebo?

Dogodek lahko navežete na obstoječe stranke in kontaktne osebe. Tukaj neposredni vnosi niso možni. Izbirate lahko med podatki, ki ste jih predhodno že vnesli v sistem. Izberete jih s klikom na rumeno ikono za mapo, ki se nahaja v isti vrstici. Dogodek se vam bo zabeležil tudi na izbrani stranki oziroma kontaktni osebi.

Vrsta dogodka:

Izberite vrsto dogodka, ali gre za klic, sestanek, e-pošto, dopis, fax ali drugo.

V koledarju bodo vidni dogodki, ki imajo kot vrsto izbrano klic ali sestanek.

Vrsta periode:

Omogočeni so ponavljajoči dogodki. Na zapisu dogodka izberete periodo ponavljanja (vsak teden, dva tedna, mesec, dva meseca, …). Ko se trenutni dogodek, ki ima nastavljeno periodo opravi, vam orodje takoj ponudi obrazec za vnos naslednjega dogodka z že nastavljenim datumom.

V koledarju in na seznamih odprtih dogodkov je prikazan samo prvi v vrsti ponavljajočih dogodkov.

Pošlji obvestilo:

Če polja ne odkljukate, bo obvestilo prejel zadolženi za dogodek. Če polje odkljukate, vas bo sistem vprašal komu vse želite poslati obvestilo o dogodku. Prikazalo se vam bo naslednje okno:

Obvestilo bodo prejeli po e-pošti, takoj ko boste dogodek shranili. Udeležence lahko tako obvestite o nastali spremembi.

Pošlji opomnik:

Produs IO vas lahko o prihajajočem dogodku obvesti po e-pošti. Tukaj lahko nastavite takšno obvestilo. Obvestilo bo samodejno prejel zadolženi, izbrana kontaktna oseba ter vsi povabljeni.

Opis:

Tukaj vnesete dodatne informacije o dogodku.

Vsebina tega polja bo vidna vsem povabljenim na dogodek, če ste poprej odkljukali Pošlji obvestilo.

S klikom na gumb Shrani shranite vnos.

Če želite ustvariti podoben dogodek, si lahko pomagate s klikom na gumb Shrani in nova. Odprl se vam bo nov dogodek z enako zadevo kot je bila prejšnja. Tako vam ni potrebno ponovno vpisovati vseh podatkov za dogodek.

==== Povabila na dogodek ====

Povabilo na dogodek vedno prejema zadolženi za dogodek. Če odkljukate izbiro Pošlji obvestilo potem bo povabilo prejela tudi izbrana kontaktna oseba. Spodaj je prikazan podrobni pogled na dogodek, na katerega lahko povabite še ostale uporabnike ali še dodatne kontaktne osebe.

Če želite povabiti novega uporabnika, kliknite na Izberi uporabnika kot je prikazano na zgornji sliki. Uporabnika izberete iz seznama uporabnikov. Po izbiri novega uporabnika bo sistem samodejno prikazal dogodek v njegovem seznamu odprtih nalog in dogodkov.

Lahko boste imeli dogodke na katere želite povabiti več kot eno kontaktno osebo. Na dogodek lahko povabite osebe, ki so že v vnešene v sistem. To naredite s klikom na Izberi kontakt kot je prikazan na zgornji sliki. Kontaktno osebo boste lahko izbrali iz seznama kontaktnih oseb.